Member Experience Rep
About The Position
To assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments. This role involves balancing cash drawers, processing various financial transactions, identifying cross-selling opportunities, and providing information about credit union products and services. The position also includes administrative tasks such as typing, scanning, and answering the telephone. The Member Experience Rep is expected to maintain a professional demeanor, provide excellent customer service, and stay knowledgeable about credit union policies and regulations.
Requirements
- One year to three years of similar or related experience.
- A high school education or GED.
- Good communication skills.
- Ten key calculator and computer keyboard by touch.
- Must be good with detail to deal with numbers and names.
- Balance your cash drawer daily and accurately post transactions.
- Troubleshoot and resolve member and internal inquiries in a timely, friendly and accurate manner.
- Proactively seek opportunities to identify appropriate products and services for the betterment of the member.
- Maintain a dependable record of attendance and timeliness.
- Maintain a professional, courteous, and friendly atmosphere for members and coworkers and businesslike appearance.
- Provide informed, prompt, professional and accurate service and support to all members and associates by responding to email, answering telephone within 3 rings and replying to messages within 2 hours.
- Develop, maintain and demonstrate a working knowledge of credit union loan standards, policies, procedures and applicable state and federal government rules and regulations.
Nice To Haves
- Knowledgeable in all member service products to include loans, deposits, transaction accounts and other credit union services.
Responsibilities
- Receives and processes basic and advanced customer financial transactions including deposits, withdrawals, loan payments, transfers from member accounts as directed, research inquiries, and maintaining member records.
- Balancing of cash drawer and daily transactions as well as ITM and vault replenishments and balancing.
- Identifies and develops cross sell opportunities with members and nonmembers of the credit union.
- Welcomes members and provides routine information concerning services and directs member to appropriate department for specific information and service.
- Performs a variety of miscellaneous tasks including typing, scanning computer input and answering the telephone.
- Performs other job related duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
